Our Products
ROBO ADVISORY
A digital investment management service that automatically creates, maintains and optimises your investment portfolio based on your profile and risk appetite.
GLOBAL TRADING SYSTEM
Our solutions deploy highly automated methods, straight-through processing, multi-product, multi-currency, multi-market, standards compliant and high degree of interconnectivity. Each solution can be customised to the individual customer management and operational needs as we believe that each customer is different and unique. Each of our application core frameworks adopts best-practice methods and algorithms thus allowing our customers to take advantage of best management and operational approaches.
AGENCY PORTAL
A one-stop platform for agents and sales forces to get a holistic view on their personal performance as well as information on their customer base. This customer-centric portal provides the agents with fund performances, customer product holdings, transactions and sales activities. It is also personalised to the agents as they are able to view their sales target, performance, commission and bonus. This portal is informative and updated with training materials, industry news and announcements.
